Spending tracker template

One way of tracking your spending is with a spreadsheet.

Maybe you already have your own. Maybe you’d like a handy template?!

Well, with the help of the mighty Rebel Ninjas we have made one for you! This page has a Spending Tracker Template you can download, video guides of how to use it and an FAQ to help you!

Keep scrolling for a guide to how to use Jotform to capture spending on the go

Download the Spending Tracker Template

We just have an Excel version of the template so far. If you don’t have Excel on your computer you can use Microsoft’s free online version

Overview guide

How to import your data

Tracking on the go

It’s often hard to remember what you’ve spent money on after the fact, particularly for cash spending.

That’s why it’s useful to track your spending on the go using your phone without having to enter the details directly on the Spending Tracker Template.

It also reduces the amount of work to do when updating the spreadsheet if you’ve done the bulk of the work at the time of spending.

How to track your spending on the go

Here’s an example way of tracking spending on the go using Jotform.

First, you’ll need to create an account, the free option has limits to the number of forms as well as the number of transactions you can record but will probably be sufficient for most needs.

Once you’ve created your account, you can copy our basic template by going into “My Forms”, “Create Form”, “From a web page” and put “https://form.jotform.com/241579321237356” as the URL – for more details check out Jotform’s guide

Once you’ve got the template form in your account, if you’ve changed the categories in the Spending Tracker spreadsheet, you’ll want to customise the drop-down to match your spending categories in there, which you can do by clicking on the “Edit options” text under the Category options. You can also add extra elements or customise the existing ones if you’d like.

When you’ve done that, just go to the “Settings” tab in the orange menu bar and “Enable” it. If you then go to the “Publish” tab in the orange menu bar, you’ll be able to see the URL to your new form.

There’s both an Android and an Apple mobile app available, which makes it even easier to use.

When it comes to filling in the Spending Tracker Spreadsheet, you can download the data inputted into Jotform from their website, from the “My Tables” section, where you’ll see your “Expenses” form. Select “View Table” on that form and you will then see the inputted data in a spreadsheet-like layout. You’ll want to change the date format to DD/MM/YYYY or MM/DD/YYYY (depending on preference), which you can do by clicking down arrow on the “Date” column (you can ignore the “Submission Date” column), going down to “Date Format” and choosing one of the numeric formats, which will make importing into Excel easier.

Then click on the green “DownlWhy am I getting error values in my date field?

– Check your date format is matching the locale (location) set by your computer. Select a cell with a date in it – click format cells -> more number formats. The below example is for a UK date format, with locale as English (United Kingdom). Date format in this case should always be entered as DD/MM/YYYoad All” button to get the data in “CSV” or “Excel” format for loading into the Spending Tracker Spreadsheet.

Spending Tracker Template FAQ

If you have a Microsoft online account, you can download the spending tracker and then upload it into your own drive and edit in Excel online.

Check your date format is matching the locale (location) set by your computer. Select a cell with a date in it – click format cells -> more number formats. The below example is for a UK date format, with locale as English (United Kingdom). Date format in this case should always be entered as DD/MM/YYYY below example is for a UK date format, with locale as English (United Kingdom). Date format in this case should always be entered as DD/MM/YYY

Anytime new data is added, make sure to refresh the data: go to the “Data” tab, and click “Refresh All”

Re-read the “start here” tab – there are a few ways to make sure all the negative values are replaced by positive.

Anytime new data is added, make sure to refresh the data: go to the “Data” tab, and click “Refresh All”

If this is a new category you have added, make sure to refresh the data: go to the “Data” tab, and click “Refresh All”

If you are trying to add new lines to the Transactions tab, try doing copy+paste of the category cell in the original ‘tasty food’ example line. This cell currently shows Groceries but holds the drop down menus for all categories.

Savings aren’t an expense – unless you’re saving for future needs (like yearly car insurance) on a monthly basis, in which case you might want to categorise it as transport every month when you save it rather than yearly when you spend it (obviously, you’d need to not do both or you’d double count).

Yes! Just use the one sheet for tracking all months and years spending. Yes it will be very long at thousands of rows but that’s ok excel can cope. And also, once those transactions are in there, you don’t have to look at them all at once. You can filter on them or you can just look at the Dashboard and choose the dates you’re interested in

This template was built in Excel. Excel and Google sheets have slightly different functionality and slightly different ways of doing things. Unfortunately that means that when you convert the Excel we made into Google sheets, certain things might be breaking! We are planning a Google sheets version of this template. In the mean time, you can use a free version of Excel online through your browser.  

If you have any questions about the template that aren’t answered here, please ask us